Advisor profile

What you can expect when you work with me

 At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Tax Planning Strategies
  • Sustainable and Responsible Investing
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • Business Financial Advisor
  • AAMS® Accredited Asset Management Specialist℠
  • CRPC® Chartered Retirement Planning Counselor℠


  • MBA - Master's of Business Administration - ESMT European School of Management and Technology Berlin


  • Traveling
  • Certified Advanced and frequent Open Water Scuba Diver
  • Giving back to underserved communities

Community participation

  • National MS Society - Donor & Top 100 Los Angeles fundraiser
  • APLA - Aids Walk - Annual Donor
  • The Trevor Project - Annual Donor
  • Susan G Komen Race for the Cure, participant and donor
  • American Heart Association - Donor
  • American Foundation for Equal Rights - Donor
  • KCRW Public Radio Station - Member Donor
  • Habitat for Humanity - Annual Donor
  • Heal the Bay - Annual Donor and Member
  • The Los Angeles Conservancy - Supporting Member

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021
  • Orchard Financial Group, Ameriprise Client Experience Award, 2020
  • Five Star Wealth Manager, 2014, 2015, 2016, 2018, 2019, 2020
  • Better Business Bureau Accredited, 2010 - 2015
  • Ameriprise Circle of Success, 2012-2020

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.